Institutional Ownership Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV). We have compiled data on the 472 institutions that hold shares in the stock, with a total of 74.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
123,446
shares
|
$16.1 Million
3.95% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
119,142
shares
|
$15.6 Million
0.17% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
110,185
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
109,656
shares
|
$14.3 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
109,365
shares
|
$14.3 Million
0.0% of portfolio
|
Q4 2024
Added 102.43%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
108,572
shares
|
$14.2 Million
8.6% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
108,472
shares
|
$14.2 Million
3.75% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
107,668
shares
|
$14.1 Million
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
106,131
shares
|
$13.9 Million
0.11% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
105,522
shares
|
$13.8 Million
0.08% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
105,506
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,318
shares
|
$13 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
96,384
shares
|
$12.6 Million
0.33% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
92,698
shares
|
$12.1 Million
1.29% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
88,675
shares
|
$11.6 Million
0.11% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
87,927
shares
|
$11.5 Million
4.15% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
87,163
shares
|
$11.4 Million
0.03% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
87,124
shares
|
$11.4 Million
3.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
83,054
shares
|
$10.8 Million
1.8% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
81,730
shares
|
$10.7 Million
0.15% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
80,736
shares
|
$10.5 Million
4.0% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
75,929
shares
|
$9.91 Million
1.89% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
75,862
shares
|
$9.9 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
75,700
shares
|
$9.88 Million
0.1% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
74,341
shares
|
$9.7 Million
0.01% of portfolio
|
Q4 2024
Added 10.04%
|